Is it Time for Fixed Income?
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Head of Public Assets, Martin Horne, discusses the factors shaping the outlook for fixed income markets in 2024 including interest rates, corporate fundamentals and valuations.

Episode Segments:

02:20 - How the macro backdrop is shaping the outlook for fixed income

04:12 - Are markets too aggressive in pricing in rate cuts?

05:45 - Corporate fundamentals and the potential for higher defaults

09:15 - What history may tell us about fixed income's future path

13:04 - The challenge of timing allocation shifts into fixed income

18:19 - Finding relative value among high yield, IG, EM Debt, CLOs & more

23:47 - Blurring lines between public and private credit

28:33 - The biggest risks for fixed income markets

32:04 - The opportunity cost of waiting

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